Best Investors Account Sign in

Best financial advisors in Rowland Heights, CA

Registered advisers within 25 miles of Rowland Heights, CA.

Offices
2,448
Firms
812
Combined AUM
$27.1T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,133,628 clients when Item 5C has a number
Avg / client
$8.65M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
GOLDEN STATE CAPITAL INC.
CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL ENTERPRISE, LLC
PACKERLAND BROKERAGE SERVICES, INC.
EAGLE STRATEGIES LLC
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

DORIS C LAU
Hillary LeeAnne Srilamsingha
ARMAND CATALLA BATOCABE
WILLIAM SHYAN CHAN
Jiaqi Peng
ANNIE CAO
Lu Chen
SAPPHIRA XIAOPAN WANG CHOW
YUN BAI
SAM LIM
YIWEI LI
CHARSSY CHI ZHANG
JOHN NEEMAN COURY
SHUTONG CHEN
JING WU
Yueyi Du
Li Li Chan
SUNNY KAI SHUN LEUNG
LILY WEI YEE LEUNG OU
VICTOR NELSON LEE
BEN JOHNSON
SAM DV SY
DORIS MEIHSU CHEN
KAI YUAN CHENG
BENSON B LIAO
BRIAN KIM
Michael K. Hui
PEGGY SUET-MAN TONG
BENJAMIN SHEN
KAI-YUAN HU
Ellie Wong
Jimmy Hua
JIAJIA SHEN
Melody Chow
FU LIN
MINGXIU HAO
Paul Wu
Hsiao-Chi Chen Wu
LIKE WU
YING GAO
Henry Lau
ALLEN CHEN
Wei Wang
Jeffrey Sun
Rong Wang
Boyuan Zhou
yvonne rui qi
sarah zhu
CHRISTY LEE-SCHIRO

Within 25 miles of Rowland Heights, CA, Best Investors lists 812 registered investment advisory firms with 2,448 offices nearby, managing about $27.1T in combined regulatory AUM across 3,133,628 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Rowland Heights

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAPITAL RESEARCH AND MANAGEMENT COMPANY 134 clients $3.75T AUM 2 PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 5 clients $3.67T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM